Ameriprise Financial Advisors, 1706 N Scott St, Apt 1, Wilmington, DE 19806, US

HistoryAffinity Wealth Management is a privately held Financial Planning firm that has been helping successful individuals, their families and businesses achieve their financial goals for over 40 years. Founded by Dr. James Kalil, Ph.D., in 1974, as a value-style money manager, the company has evolved into a significant regional Wealth Management firm. His son, Donald Kalil, joined the firm in 1985 and is currently Chairman of AWM. The firm was selected by the Better Business Bureau of Delaware to be the 2002 recipient of the Torch Award for high marketplace ethics and has been listed among the top 500 Wealth Management firms in the country by Bloomberg Wealth Manager Magazine.SpecialtiesAffinity Wealth Management, Inc. provides a host of wealth management services including investment management, risk tolerance measurement and assessment, portfolio review and analysis, IRA and 401 (k) rollover, estate planning, year-end tax planning, employer-sponsored retirement plans, objective-based financial planning, and investment strategy review.